Kurtis Royce Medeiros

Employer firm

Stone House Investment Management, LLC CRD 139410

$842M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2008 → 12/2022
  Gibbons Ford
  Dickson City, PA
• 12/2022 → 03/2025
  Tunkhannock Ford
  Tunkhannock, PA
• 02/2025 → 10/2025
  Lpl Financial
  Summit, PA
• 10/2025 → Present
  Stone House Investment Management, Llc
  Tunkhannock, PA
• 02/2025 → 10/2025
  Abbington Financial Group
  Clarks Summit, PA

Previous Registrations

• 2025-05-13 → 2025-10-28
  Lpl Financial Llc
  Clarks Summit, PA

Other Businesses

1 - Summit Valley Realty LLC - Managing Member - LLC for the purposes of acquiring property. Spends less than an hour a month outside of trading hours on this activity. Not Inv Related - PA 18411 - OBA Start Date: 10/6/2021 to present. 2 - 704 BLVD LLC - Managing Member - LLC for the purposes of acquiring property. Spends less than an hour a month outside of trading hours on this activity. Not Inv Related - PA 18411 - OBA Start Date: 12/13/2023 to present. 3 - Notary - Not Inv Related - PA 18411 - OBA Start Date: 7/11/2022 to present. 4 - Insurance Licensed Producer - Not Inv Related - PA 18411 - Spends approx. 8 hours per a month during trading hours on this activity. OBA Start Date: 6/24/2025 to present.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-12